Unit pool and facility

Assignment of equipment to a pool and facility is identified by an effective date and time for accurate costing and accounting. Any transaction processed after the transfer date and time will use the new assignment. Depreciation calculations are prorated relative to the portion of the period in either pool. The pool and the facility can be changed on the same screen.

Consider carefully before changing a pool. it has consequences: the depreciation is affected; the contract types that can be used are affected; the pool determines whether or not a unit can be included on the list of units for sale. All accounting could be affected by changing pool and facility since pool often drives what expense and revenue accounts are used.

If asset depreciation is in use, when pool and/or facility is changed for a unit it will also be changed for associated assets and depreciation schedules.

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit to be transferred and select Pool/Fac Chg. The Change Pool/Facility Assignment enter screen appears.
3. Fill in the fields as required.

   New Poolis the pool the unit is being transferred to, if applicable. You can click on the Prompt button to select the pool from a list.

   New Facilityis the facility the unit is being transferred to, if applicable. You can click on the Prompt button to select the facility from a list.

   Assignment Dateis the date the unit is being transferred. If a future date is entered, a confirmation screen will appear. You can click on the calendar button to select the date.

   Timeis the time of day the unit is being transferred.

4. Click Change Pool/Facility.
• If the facility has been changed and if roster entries exist in Entered status for the unit, the Reassign WR Repair Facility enter screen appears.
2. To move all roster entries in Entered status for the unit to the new facility:
   1. Click Move all WR entries to new facility.
   2. Click Enter . The roster entries will be moved and the facility change will be completed. Any associated work planner entries will also be changed. If the department of the roster entry doesn't exist in the new facility, the roster entry will be assigned to the first department it finds in the facility.
3. To move Entered roster entries matching the from facility to the new facility:
   1. Click Move only the WR entries matching the "from" facility.
   2. Click Enter . The appropriate roster entries will be moved and the facility change will be completed. Any associated work planner entries will also be changed. If the department of the roster entry doesn't exist in the new facility, the roster entry will be assigned to the first department it finds in the facility.
4. To leave Entered roster entries for the unit unchanged:
   1. Click Do not move any WR entries.
   2. Click Enter . The facility change will be completed, but no roster entries will be changed.
5. You will return to the Display Equipment screen, where the message "Assigned Facility has been changed" and/or "Equipment Pool has been changed" will be displayed at the bottom of the screen.
   • An audit record will be created, with the Audit Action being POL for a pool change or FAC for a facility change. If both are changed at once, two records will be written.

Back to Equipment Master